Ryan Jacob Quotes on Internet (5 Quotes)

For many of the Internet leaders, you're paying a high valuation with only modestly higher growth prospects.

Really, the Internet is broader than one sector. We're going to focus on companies that focus the least on technology. Tech companies just are not attractive. They are too competitive, and they have predatory pricing.

We're focusing on companies that will be long-term players on the Internet.

I think we've had a tremendous run. I mean Nasdaq had a terrific year. A lot of the Internet names that we hold in the fund had terrific years and quite frankly I think going forward it's going to be more challenging.

Three years ago, nobody took the Internet seriously. We're in it for the long term.